CX Institutional’s Trulieve Cannabis Corp TRLV Stock Holding History

CX Institutional’s Portfolio TRLV Stock Details TRLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$29K	Buy	+2,692	New	+$27.4K	﹤0.01%	1150

Other funds holding TRLV

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

Murphy Middleton Hinkle & Parker Thomasville, Georgia $246M AUM 16.47% 1-Year Est. Return

Chiron Capital Management Tallahassee, Florida $101M AUM

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Legacy Capital Wealth Partners Little Rock, Arkansas $481M AUM 19.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Accurate Wealth Management Wesley Chapel, Florida $1.16B AUM 24.67% 1-Year Est. Return

CX Institutional's TRLV Position: Q3 2026 in Review

CX Institutional opened a new position in Trulieve Cannabis Corp (TRLV) in Q3 2026: 2,692 shares worth $29K. The stake represents ﹤0.01% of the portfolio and ranks #1150 among its holdings.

26 funds tracked by Wall St. Rank hold TRLV as of Q3 2026.

CX Institutional held 2,692 shares of Trulieve Cannabis Corp worth $29K as of Q3 2026.
Trulieve Cannabis Corp was a new CX Institutional position in Q3 2026.
Trulieve Cannabis Corp made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1150 holding.
26 funds tracked by Wall St. Rank held Trulieve Cannabis Corp as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.